Group 1 - The AI application sector continues to surge, with the big data ETF Huabao (516700) experiencing a price increase of over 6%, marking a 12-day consecutive rise in daily trading volume [1] - Positive news includes the anticipated release of DeepSeek V4, which may surpass OpenAI GPT in AI programming capabilities, and Alibaba's Qwen 3.5, expected to enhance multimodal understanding and coding abilities [1] - The listing of Zhihui, the first global large model stock, on January 8 in Hong Kong, signifies a growing interest in AI models [1] Group 2 - Data centers are identified as the core infrastructure for AI, with a high demand for computing power driving growth in the IDC industry [2] - The North American and Chinese markets are highlighted as key growth areas, with significant projects still pending in overseas markets, while domestic demand is expected to rebound after a temporary slowdown due to import restrictions on computing cards [2] - The big data ETF Huabao (516700) passively tracks the CSI Big Data Industry Index, focusing on sectors like data centers and cloud computing, with major holdings in leading companies such as Inspur, iFlytek, and China Software [2]
暴涨逾6%!大数据ETF华宝(516700)冲击12连阳
Mei Ri Jing Ji Xin Wen·2026-01-12 02:39